Due to continued growth, Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client in Southampton.

This role is perfect for a ATT/ CTA Qualified individual looking for professional development, develop their advisory skills and a fantastic work life balance.

Will be working with an impressive client portfolio including HNWIs, Business Owners, Trusts, Estates, Non UK residents and Directors, providing compliance and advisory services.

You will be mentored by the Tax Partners, take a lead on ad-hoc specialist advisory projects, have regular client meetings and occasional business development activities.

There is a genuine pathway and mentorship programme to Director for the right individual.

Excellent remuneration and benefits package, health insurance, flexible/ hybrid working and paid overtime. Part time hours will be considered.

The Role:

Managing a diverse private client tax portfolio

Identifying tax planning opportunities

Tax Planning

Supporting Partners and leading delivery of ad hoc advisory work

Managing delivery of ad hoc tax projects

Review of tax compliance

Mentoring a team of junior staff

Contributing to winning new work through business development

Leading client meetings

Building and maintaining strong client relationships.

You:

CTA Qualified

CTA PQ/ATT also considered.

UK private client/ personal tax expertise

Experience of managing a portfolio of clients

Compliance & Advisory experience - role can be tailored to suit the individual

Strong communication skills

UK Resident

Benefits include:

Personal Progression Plan (to Director)

Paid overtime

Flexible Hours

Hybrid arrangement

Social events

On site parking

Generous Holiday Entitlement

Part time considered

If this vacancy doesn’t tick the boxes, do get in touch to discuss alternatives we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.